See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,471 | $92,703+39.7% | $82,719+56.5% | $134,475-3.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.52% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,313 | $3,274-29.3% | $3,009-23.1% | $4,740-51.2% |
| Participant deferral / active EE | $2,992 | $4,802-37.7% | $4,395-31.9% | $6,400-53.2% |
| Admin fee / account holder | $551 | $5,983-90.8% | $5,329-89.7% | $11,426-95.2% |